← All themes Data Centers & Digital Infrastructure

Power for AI

Power for AI covers the generators, turbines, transformers, and independent producers being contracted to feed new data center load. Electricity supply, not silicon, is now the binding constraint on capacity growth.

22 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
701	DC Deere & Company Moline, Illinois	$660K	-$524K	1	0.04%	Reduced
702	VNA Valley National Advisers Bethlehem, Pennsylvania	$647K	+$7.95K	1	0.33%	Increased
703	Capital Analysts LLC Fort Washington, Pennsylvania	$642K	+$608K	1	0.12%	New
704	Freestone Capital Holdings Seattle, Washington	$641K	-$384K	1	0.06%	Reduced
705	Commerzbank Aktiengesellschaft Frankfurt, Germany	$638K	-$510K	2	0.01%	Reduced
706	BCM Birmingham Capital Management Birmingham, Alabama	$635K	$0	1	0.28%	Maintained
707	FTIOP Fiduciary Trust International of Pennsylvania Radnor, Pennsylvania	$635K	+$6.47K	1	0.05%	Increased
708	CNC Citizens & Northern Corp Wellsboro, Pennsylvania	$634K	-$472K	1	0.5%	Reduced
709	BUB BBVA USA Bancshares Houston, Texas	$623K	+$224K	1	0.05%	Increased
710	EMG Ellington Management Group Old Greenwich, Connecticut	$620K	+$569K	1	0.17%	New
711	FBC Fairfield, Bush & Co Darien, Connecticut	$616K	-$19.4K	1	0.2%	Reduced
712	SC Searle & Co Greenwich, Connecticut	$611K	+$614K	1	0.53%	New
713	Bank of Nova Scotia Toronto, Ontario, Canada	$610K	-$6.46M	1	0%	Reduced
714	Sageworth Trust Lancaster, Pennsylvania	$604K	+$74.9K	2	0.14%	Increased
715	SB Simmons Bank Pine Bluff, Arkansas	$601K	-$22.6K	1	0.07%	Reduced
716	SMC Smith, Moore & Co Clayton, Missouri	$596K	+$19.4K	1	0.24%	Increased
717	ECM Everence Capital Management Goshen, Indiana	$595K	$0	1	0.18%	Maintained
718	1GA 1st Global Advisors Dallas, Texas	$585K	+$525K	1	0.08%	New
719	BFIM Beese Fulmer Investment Management Canton, Ohio	$579K	+$51.9K	1	0.16%	Increased
720	Advisory Services Network Atlanta, Georgia	$578K	+$33.1K	3	0.11%	Increased
721	Loews Corp New York	$578K	+$78.7K	2	0%	Increased
722	PTC Philadelphia Trust Company Philadelphia, Pennsylvania	$575K	$0	1	0.05%	Maintained
723	CA Cullinan Associates Louisville, Kentucky	$567K	+$175K	1	0.05%	Increased
724	Prudential plc London, England, United Kingdom	$565K	+$556K	1	0%	New
725	Simplex Trading Chicago, Illinois	$563K	+$101K	4	0.04%	Increased